Author: Rudra Sisodiya

Learn how to use Pabbly Chatflow to automate your marketing agency effectively. This tutorial covers integrating WhatsApp and AI assistants for customer engagement. Create intelligent chat experiences that delight users while collecting valuable information and moving prospects through your sales process.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Automation

To automate marketing agencies effectively, start by accessing Pabbly Chatflow. Open your web browser and type in the URL Pabbly.com/chatflow. This will direct you to the Pabbly Chatflow landing page, where you can either sign in or sign up for a free account.

If you are a new user, click on the ‘Sign Up Free’ button. Existing users can simply click on ‘Sign In’. Once logged in, you will see the dashboard where you can manage your automation processes with Pabbly Chatflow.

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2. Creating Your AI Assistant with Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create your AI assistant. Click on the ‘AI Assistant’ option in the sidebar. Here, you will find an ‘Add AI Assistant’ button. Click it to start the setup process.

• Provide a name for your AI assistant, such as ‘Brand Boost Marketing’.
• Select the instruction type as ‘AI Agent’.
• Configure the AI settings, including temperature and model selection.

This configuration will allow your AI assistant to respond effectively to customer queries based on the knowledge base you will provide. Once you complete these settings, proceed to save your AI assistant.

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3. Configuring the Knowledge Base in Pabbly Chatflow

With your AI assistant created, the next crucial step is to configure the knowledge base that your assistant will use. In the AI Assistant settings, look for the option to upload your knowledge base file. Ensure your file is in .txt or .pdf format. using Pabbly Connect

• Upload a file that contains details about your services and pricing.
• Make sure the PDF file does not exceed 10 pages if it contains images.

After uploading, the AI assistant will be able to fetch information from this knowledge base to assist customers effectively. This setup is vital for ensuring that your AI assistant can provide accurate responses to user inquiries.

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4. Styling Your AI Assistant with Pabbly Chatflow

Next, you can customize the appearance of your AI assistant in Pabbly Chatflow. Navigate to the styling options in the AI Assistant settings. Here, you can choose a theme mode, such as light or dark, and customize the assistant’s shape and colors.

Select a circular or square shape for your assistant. Change the background color and header profile picture to match your brand.

This visual customization will enhance user engagement and make your AI assistant more appealing to customers. After styling, remember to save your changes to ensure they take effect.

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5. Testing Your AI Assistant in Pabbly Chatflow

Finally, it’s time to test your newly created AI assistant. Go back to the inbox section in Pabbly Chatflow and select the AI assistant you wish to activate. Ensure it is enabled for the WhatsApp number you have connected.

Once activated, send a test message via WhatsApp to see how the AI assistant responds. For example, you can type ‘Hey, I need help’ and check if the assistant provides a relevant response based on the knowledge base you configured.

This testing phase is crucial to ensure that your AI assistant is functioning correctly and can handle customer queries effectively. Adjust any settings as needed based on the responses you receive during testing.

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Conclusion

In this guide, we explored how to use Pabbly Chatflow to automate marketing agencies effectively. By creating and configuring an AI assistant, businesses can engage customers instantly through WhatsApp, enhancing customer service and operational efficiency.

Learn how to integrate Facebook Leads into Google Sheets using Pabbly Connect to streamline your astrology business. Follow our step-by-step tutorial! Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Facebook Leads Integration

To start integrating Facebook leads into Google Sheets, you need to access Pabbly Connect. This powerful automation platform allows you to create workflows without any coding knowledge. Simply head to the Pabbly Connect website and log in or sign up for a free account.

Once logged in, navigate to the workflow builder. This is where you will create your automation. If you are a new user, you can sign up for free and get access to 100 tasks every month to explore Pabbly Connect.

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2. Setting Up the Facebook Lead Trigger

In this step, you will set up the trigger to capture new leads from Facebook. Click on the ‘Add Trigger’ button in Pabbly Connect. Search for ‘Facebook Lead Ads’ and select it. For the event, choose ‘New Lead Instant’ and click on ‘Connect’.

• Select ‘Add New Connection’ to connect your Facebook account.
• Log into your Facebook account if prompted.
• Choose the Facebook page associated with your astrology business.

After connecting, select the lead form you want to use. Ensure to turn on the ‘Simple Response’ button for a cleaner data format. Click on ‘Save and Send Test Request’ to capture the response from Facebook.

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3. Capturing Lead Data in Pabbly Connect

Once you submit a test lead through your Facebook lead form, Pabbly Connect will capture the response. Open a new tab and access the Meta for Developers site to test your lead ad. Select your page and the corresponding lead form, then preview the form.

• Fill in the test details like zodiac sign, full name, email, phone number, and date of birth.
• Submit the form to trigger the workflow in Pabbly Connect.

After submission, return to Pabbly Connect and wait for the captured response. You should see the details you entered reflected in the workflow, confirming that the integration is working correctly.

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4. Adding Data to Google Sheets via Pabbly Connect

Now that you have captured the lead data, it’s time to add this information to Google Sheets. Click on ‘Add New Action Step’ and search for ‘Google Sheets’. Select it and choose the event ‘Add New Row’ and click on ‘Connect’.

If you haven’t set up a connection before, select ‘Add New Connection’ and sign in with your Google account. Grant the necessary permissions for Pabbly Connect to access your Google Sheets data.

Select the spreadsheet where you want to add the leads. Map the fields from the Facebook lead data to the corresponding columns in Google Sheets.

After mapping all the fields, click on ‘Save and Send Test Request’ to ensure everything is working. Open your Google Sheets to verify that the new lead details have been added successfully.

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5. Finalizing Your Workflow in Pabbly Connect

With the integration set up, you can now finalize your workflow in Pabbly Connect. This automation will continuously add new leads from Facebook into your Google Sheets in real-time. You won’t have to manually check back to input data, as it will happen automatically in the background.

To ensure everything runs smoothly, test the entire process by submitting another lead through Facebook. Check your Google Sheets to confirm that the new entry appears as expected. This automation will save you time and help you grow your astrology business efficiently.

Lastly, remember that Pabbly Connect offers a free trial, allowing you to explore its capabilities. If you have any questions or need assistance, you can reach out via support channels provided by Pabbly.

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Conclusion

By following this tutorial, you can effectively use Pabbly Connect to integrate Facebook leads into Google Sheets for your astrology business. This automation not only streamlines your lead management but also enhances your productivity. Start leveraging Pabbly Connect today to take your business to the next level!

Learn how to set up 24/7 Smart WhatsApp support using AI with Pabbly Connect in this detailed tutorial. No coding required! Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

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Accessing Pabbly Connect for WhatsApp Integration

To set up 24/7 Smart WhatsApp support using AI, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect section. If you are a new user, click on the ‘Sign Up Free’ button to create an account and get 100 free tasks every month. Existing users can directly sign in to their accounts.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can see various applications available for integration. To begin the automation process, click on the ‘Access Now’ button under Pabbly Connect. This action will take you to the workflow builder, where you can create your automation.

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Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, the next step is to create a workflow. Click on the ‘Create Workflow’ button located at the top right corner of the dashboard. You will be prompted to name your workflow; for this tutorial, name it ’24/7 Smart WhatsApp Support Using AI No Coding’. This helps in identifying the workflow later. using Pabbly Connect

Next, you need to select a folder to save your workflow. Pabbly Connect allows you to organize your workflows into different folders. Choose the existing folder named ‘Automations’ or create a new one based on your preference. After naming and selecting a folder, click on the ‘Create’ button to initialize your workflow.

• Click on ‘Create Workflow’.
• Name your workflow appropriately.
• Select a folder to save the workflow.

Once the workflow is created, you will see the workflow builder interface where you can set up the trigger and actions for your WhatsApp automation.

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Setting Up the Trigger with Pabbly Connect

The first step in your automation is to set up a trigger. For this integration, select ‘WhatsApp Cloud API’ as your trigger application. This allows Pabbly Connect to capture incoming messages from your WhatsApp account. Click on the trigger button and select the event as ‘Message Notification’. using Pabbly Connect

After selecting the event, Pabbly Connect will provide you with a webhook URL. This URL needs to be configured in your WhatsApp Cloud API settings. Follow the instructions provided by Pabbly Connect to set up the webhook correctly. Once the webhook is configured, you can test the connection to ensure everything is working as expected.

• Select ‘WhatsApp Cloud API’ as the trigger application.
• Choose ‘Message Notification’ as the event.
• Configure the webhook URL in WhatsApp settings.

Once the webhook is successfully set up, you will be able to receive messages sent to your WhatsApp account directly into Pabbly Connect, enabling automated responses.

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Generating AI Responses Using Pabbly Connect

With the trigger set up, the next step is to generate automated responses using AI. For this, add an action step in Pabbly Connect and select ‘OpenAI’ as the action application. Choose the event as ‘ChatGPT’ to generate a response based on the incoming messages. using Pabbly Connect

In the setup, you will need to provide the API key from your OpenAI account. This key allows Pabbly Connect to authenticate and access the OpenAI services. After entering the API key, you can set the prompt that will be used to generate responses. Map the incoming message data from the trigger to the prompt field to ensure relevant responses are generated.

Add OpenAI as the action application. Use ‘ChatGPT’ as the event for response generation. Map the incoming message data to the prompt.

After setting up the AI response generation, you can test the action to ensure that the responses are generated correctly based on the messages received on WhatsApp.

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Sending Responses Back to WhatsApp Using Pabbly Connect

Now that you have generated responses using OpenAI, the final step is to send these responses back to the WhatsApp user. Add another action step in Pabbly Connect, selecting ‘WhatsApp Cloud API’ again as the application. This time, choose ‘Send Text Message’ as the event. using Pabbly Connect

In this setup, you will need to map the recipient’s phone number and the generated response from the previous step. This ensures that the AI-generated reply is sent back to the user who initiated the conversation. After mapping the required fields, click on the ‘Save’ button to finalize the setup.

Select ‘WhatsApp Cloud API’ for sending responses. Choose ‘Send Text Message’ as the event. Map the recipient’s number and AI response.

With this final step, your automation is complete. You can now test the entire workflow to ensure that messages sent to your WhatsApp account receive automated responses generated by AI.

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Conclusion

This tutorial provided a comprehensive guide on setting up 24/7 Smart WhatsApp support using AI with Pabbly Connect. By following these steps, you can automate responses to customer inquiries on WhatsApp without any coding. This integration not only saves time but also enhances customer engagement through instant replies.

Learn how to automate the process of adding Google Ads leads to Google Sheets using Pabbly Connect with this step-by-step tutorial. Discover hidden automation capabilities within your existing tools. This guide shows you how to connect your essential applications and permanently eliminate redundant manual processes.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Connect for Google Ads Leads

To start automating the addition of Google Ads leads into Google Sheets, you first need to access Pabbly Connect. After logging into your account, navigate to the workflow builder. This is where you will set up the integration.

If you are new to Pabbly Connect, you can sign up for free and explore the platform. Existing users can directly log in and access the workflow window. Here, you will find options to create triggers and actions that drive your automation.

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2. Creating a Trigger for Google Ads

In Pabbly Connect, the first step is to create a trigger. Click the ‘Add Trigger’ button and search for ‘Google Ads’. Select it, then choose the event as ‘New Lead Form Entry’. After this, click on ‘Connect’ to generate a webhook URL.

• Search for Google Ads in the trigger application.
• Select ‘New Lead Form Entry’ as the event.
• Copy the generated webhook URL for later use.

Now, head over to your Google Ads campaign where you will be adding a lead form. Paste the webhook URL in the lead delivery option and send test data to ensure the connection is successful. This confirms that your Google Ads leads will be captured by Pabbly Connect.

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3. Adding Google Ads Leads to Google Sheets

With the trigger set up, the next step in Pabbly Connect is to add the collected leads into Google Sheets. Click on the ‘Add New Action’ button and select ‘Google Sheets’ as the application. Choose the event as ‘Add New Row’ and click on ‘Connect’.

You will have the option to either add a new connection or select an existing one. If you’re creating a new connection, click on ‘Sign in with Google’ and choose the Gmail account that has access to your Google Sheets.

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4. Mapping Lead Details in Google Sheets

After connecting Google Sheets to Pabbly Connect, specify which spreadsheet and sheet will receive the data. Select your spreadsheet named ‘Lead Details’ and the sheet as ‘Sheet1’. Now, it’s time to map the lead details from Google Ads to Google Sheets.

• Map fields such as first name, last name, email, phone number, and company name.
• Ensure to only map string values for accurate data transfer.

Once all details are mapped, click on ‘Save and Send Test Request’. You should receive a confirmation that the details have been successfully added to your Google Sheets, indicating that your integration is complete.

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5. Automation Complete with Pabbly Connect

Congratulations! You have successfully set up the automation to add Google Ads leads to Google Sheets using Pabbly Connect. Now, every time a new lead form entry is submitted, the details will automatically populate in your Google Sheets without any manual effort.

This seamless integration allows you to focus on your business while Pabbly Connect handles the data transfer in the background. You can now monitor your leads efficiently without the hassle of manual entry.

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Conclusion

In this tutorial, we explored how to use Pabbly Connect to automate the addition of Google Ads leads into Google Sheets. This integration simplifies your workflow and allows for real-time data capture, enhancing your business efficiency.

Learn how to boost conversion rates by automatically emailing Facebook leads using Pabbly Connect and SendGrid. Step-by-step tutorial included. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To begin the process of boosting conversion rates by auto-emailing Facebook leads, first, access Pabbly Connect. Visit the Pabbly website and log in to your account. If you do not have an account, you can sign up for free to start with 100 tasks per month.

Once logged in, navigate to the Pabbly Connect dashboard. Here, you will find options to create new workflows. Click on the ‘Create Workflow’ button to initiate the setup. Ensure you are using the new beta workflow builder for a smoother experience.

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2. Creating Your Workflow in Pabbly Connect

In this step, you will create a workflow that connects Facebook lead ads with SendGrid through Pabbly Connect. After clicking on ‘Create Workflow’, name it something descriptive like ‘Send Follow-Up Emails Automatically Using SendGrid for Facebook Leads’. Select the folder for organization, such as ‘Facebook Lead Automations’.

• Create a new workflow in Pabbly Connect.
• Name the workflow appropriately.
• Select the desired folder for your workflow.

Once the workflow is created, you will need to set up the trigger application. Choose ‘Facebook Lead Ads’ as the trigger, which will start the automation whenever a new lead is captured. This is crucial for ensuring your leads are processed in real-time.

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3. Setting Up Facebook Lead Ads in Pabbly Connect

After selecting Facebook Lead Ads as your trigger application in Pabbly Connect, you will need to configure the trigger event. Choose ‘New Lead Instant’ and click on connect. If you do not have an existing connection, you will be prompted to log into your Facebook account to authorize the connection.

Next, you need to specify the Facebook page and lead form from which you want to capture data. For instance, select your page named ‘Digital Dynamics’ and the corresponding lead form. This step is essential as it defines the source of your leads.

• Log in to your Facebook account to connect.
• Select the correct Facebook page.
• Choose the lead form that corresponds to your ads.

Once the setup is complete, toggle on the simple response option to ensure the data is formatted correctly for mapping in the subsequent action steps.

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4. Sending Emails via SendGrid Using Pabbly Connect

With the Facebook lead ads trigger set up, the next step is to configure SendGrid as the action application in Pabbly Connect. Click on ‘Add New Action Step’ and select SendGrid. Choose the action event as ‘Send Email’ and connect your SendGrid account. If you don’t have a connection, you will need to create an API key in SendGrid to authorize.

Fill in the required fields for sending the email. Map the recipient’s email address from the lead data captured earlier. Customize the email subject and body to include personalized content using the lead’s name. This mapping ensures that every lead receives a tailored message, enhancing the conversion potential.

Map the email address of the lead to the ‘Send To Email’ field. Enter a personalized subject line. Craft a professional email body using dynamic fields.

After entering all the necessary details, test the email to ensure it is sent correctly. Check your mailbox to confirm receipt of the email, which will indicate that the integration is functioning as intended.

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5. Adding Follow-Up Emails in Pabbly Connect

To further enhance your lead engagement, you can add a follow-up email. In Pabbly Connect, click on ‘Add New Action Step’ after the SendGrid email action. Choose ‘Delay by Pabbly’ to set a time delay before sending the follow-up email. Specify the duration, such as two days.

After setting the delay, repeat the process of selecting SendGrid to send the follow-up email. Ensure that the email content is relevant and reminds the lead of your services. This automated follow-up can significantly improve your conversion rates by keeping your brand top-of-mind.

Set a delay of two days before sending the follow-up email. Map the recipient’s email for the follow-up. Craft a compelling follow-up message.

Once everything is configured, test the workflow to ensure that both the initial and follow-up emails are sent as expected. This automation will help you maintain communication with leads effectively.

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Conclusion

In conclusion, using Pabbly Connect to automate the emailing of Facebook leads via SendGrid can significantly boost your conversion rates. By setting up a seamless workflow, you can ensure timely and personalized communication with your leads, enhancing their engagement and likelihood of conversion. Implementing these steps will streamline your lead management process and improve your overall marketing effectiveness.

Learn how to automate job applications for recruitment agencies using Pabbly Chatflow and WhatsApp. Step-by-step guide to create a WhatsApp chatbot for recruitment. Implement professional chat automation that answers common questions, qualifies leads, and books appointments without human intervention.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Chatflow for Job Applications

To begin automating job applications, first access Pabbly Chatflow. This platform allows recruitment agencies to create a WhatsApp chatbot without any coding skills. Start by visiting the Pabbly Chatflow website and signing up or logging in to your account.

Once logged in, navigate to the dashboard where you can access different features. Here’s how to get started:

• Visit the Pabbly Chatflow website.
• Log in or create a free account to get started.
• Access the dashboard to explore available features.

With Pabbly Chatflow, you can manage multiple WhatsApp numbers and streamline communication with candidates efficiently.

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2. Creating a WhatsApp Chatbot in Pabbly Chatflow

After accessing Pabbly Chatflow, the next step is to create a new flow for your WhatsApp chatbot. Click on the ‘Add Flow’ button to initiate the process. Name your flow appropriately, such as ‘Automate Job Applications for Recruitment Agencies via WhatsApp’.

Once the flow is created, you need to set up triggers that will initiate the chatbot responses. Here’s how to do that:

• Select the ‘Add Flow’ option from the dashboard.
• Name your flow for easy identification.
• Set up the trigger event, such as keyword match.

Setting up these triggers is crucial for the functionality of the Pabbly Chatflow bot, ensuring that it responds appropriately to candidate inquiries.

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3. Setting Up Chatbot Responses in Pabbly Chatflow

Once the trigger is configured, you can define the initial responses of your chatbot. The first message should be a welcoming text that prompts users to select options regarding job applications. Use the ‘Text Plus Button’ content type to create interactive responses.

For effective communication, here’s how to set up responses:

Create a welcome message with options like ‘Apply for Job’ and ‘View Open Positions’. Utilize buttons to enhance user interaction with the chatbot. Connect responses to appropriate follow-up actions for each option selected.

This setup allows Pabbly Chatflow to effectively guide candidates through the application process, making it seamless and user-friendly.

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4. Collecting Candidate Information via Pabbly Chatflow

After the candidate selects an option, the next step is to collect their information. Use the ‘Ask Question’ feature in Pabbly Chatflow to gather essential details like full name, phone number, and resume.

Follow these steps to collect candidate data:

Prompt for the candidate’s full name and store it in a custom field. Request the candidate’s phone number using the same method. Allow candidates to upload their resumes directly through the chat.

This information collection process is straightforward, ensuring that Pabbly Chatflow not only automates the responses but also captures critical data for recruitment agencies.

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5. Finalizing and Testing Your Chatbot in Pabbly Chatflow

Once all responses and information collection processes are set, it’s time to finalize your chatbot. Save your flow in Pabbly Chatflow and conduct tests to ensure everything works as expected.

To test your chatbot:

Send test messages via WhatsApp to check the bot’s responses. Verify that candidate information is collected correctly. Ensure all buttons and options function as intended.

Testing is vital to confirm that Pabbly Chatflow is operating correctly, allowing recruitment agencies to effectively manage job applications through WhatsApp.

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Conclusion

In conclusion, automating job applications for recruitment agencies via WhatsApp is made simple with Pabbly Chatflow. By following the steps outlined, agencies can enhance their recruitment process and improve candidate interactions.

Learn how to use Pabbly Connect to automatically add LinkedIn leads to Brevo with this step-by-step tutorial. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automatically add LinkedIn leads to Brevo, the first step is accessing Pabbly Connect. Open your browser and navigate to the Pabbly Connect landing page by entering ‘Pabbly.com/connect’. This platform will allow you to create the necessary automation without any coding.

Once on the landing page, you will see options to either sign in or sign up for free. If you are a new user, click on ‘sign up for free’ to receive hundreds of tasks free each month. Existing users should select ‘sign in’ to access their accounts and proceed to the Pabbly Connect dashboard.

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2. Creating a New Workflow in Pabbly Connect

After signing in to Pabbly Connect, click on ‘create workflow’ to start setting up your automation. You will be prompted to choose between the new workflow builder or the classic version. Opt for the new workflow builder for a modern experience.

• Enter a name for your workflow.
• Select a folder to save your workflow.
• Click on the ‘create’ button to proceed.

Once created, you will be directed to the workflow window where you can set up triggers and actions. This is where the core of your automation will take place using Pabbly Connect.

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3. Setting Up LinkedIn Integration

To integrate LinkedIn, click on the ‘add trigger’ button within your workflow. Search for LinkedIn as your trigger application and select it. For the event, choose ‘lead notifications’ and then click ‘connect’.

Here, you will need to add a new connection to link your LinkedIn account with Pabbly Connect. Enter your LinkedIn credentials and click ‘sign in’. After successfully logging in, select the sponsored account you wish to automate and click ‘save and send test request’.

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4. Performing Test Submission for LinkedIn Leads

To capture the webhook response, perform a test submission. Open your LinkedIn campaign and simulate a lead filling out the form. Enter the email address and phone number, then click ‘submit’. This action will send the information to Pabbly Connect.

After submission, return to your workflow. Pabbly Connect will capture the webhook response, displaying the details you entered. This confirms the integration is correctly set up and ready to create a new contact in Brevo.

• Ensure your campaign is live for full lead details.
• Monitor the response time for accuracy.

Now, you can proceed to create a new contact in Brevo using the captured lead details.

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5. Adding Brevo Integration to Complete the Workflow

To finalize your automation, click on ‘add new action step’ and search for Brevo. Select it and choose ‘create or update a contact’ as the action event. Then, click ‘connect’ to establish a connection between Brevo and Pabbly Connect.

Input the domain and API key from your Brevo account. Copy the domain from your Brevo URL and generate a new API key from the SMTP and API page. Paste the domain and API key into Pabbly Connect and click ‘save’.

Next, map the lead details such as email address, first name, and last name from the previous step. This mapping ensures that every new lead is automatically added to Brevo without manual entry. Finally, click ‘save and send test request’ to confirm the new contact creation.

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Conclusion

Using Pabbly Connect, you can effortlessly automate the process of adding LinkedIn leads to Brevo. This integration streamlines your workflow, ensuring that every new lead is automatically captured and added as a contact, enhancing your lead management process.

Learn how to automate booking confirmations with SendGrid for Contact Form Leads using Pabbly Connect. Step-by-step tutorial for seamless integration. Eliminate manual repetitive tasks from your workflow. Discover proven automation methods with intuitive steps designed for efficiency-minded professionals.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Automation

To automate booking confirmations, first, access Pabbly Connect by visiting its URL, Pabbly.com/connect. After entering the URL, you will land on the Pabbly Connect landing page, where you can either sign in or sign up for a free account.

If you are new, click on ‘Sign Up Free’ to create an account and receive 100 free tasks each month. For existing users, simply click ‘Sign In’ to access your account. Once logged in, you will see the Pabbly apps page where you can find Pabbly Connect to start your automation journey.

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2. Creating a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the ‘Access Now’ button to reach the dashboard. Here, you can create a new workflow by clicking the ‘Create Workflow’ button. You will then choose between the beta or classic workflow builders. Select the beta builder for a modern approach.

• Click on ‘Create Workflow’.
• Provide a name for your workflow, such as ‘Automate Booking Confirmation Email’.
• Select a folder to save your workflow.

After naming your workflow, click ‘Create’. You will see a pop-up confirming that your workflow was created successfully, and you will be directed to the workflow page to set up the trigger.

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3. Setting Up the Trigger with Contact Form 7

In this section, you will set up the trigger for your workflow. Click on the ‘Add Trigger’ button and search for ‘Contact Form 7’. Select this application to initiate your workflow when a new form submission is received.

Choose the event ‘New Form Submission’ and click ‘Connect’. You will receive a webhook URL that you need to paste into your Contact Form 7 settings to establish a connection with Pabbly Connect.

To paste the webhook URL, navigate to your WordPress account, select ‘Contact Forms’, and then choose your booking form. In the webhook settings, paste the URL and enable the send to webhook option. Finally, save the changes to complete the trigger setup.

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4. Testing the Integration with a Submission

With the trigger set up, it’s time to test the integration. Go back to your booking form, fill in the required fields, and submit it. Once submitted, return to Pabbly Connect to see if it is waiting for a webhook response.

• Fill in the form fields such as name, email, phone number, and preferred booking date.
• Submit the form to generate a response.

After submission, check Pabbly Connect for the received response, which should include the details you entered in the form. This confirms that the trigger is working correctly.

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5. Configuring the Action App with SendGrid

Now that your trigger is set, it’s time to configure the action app. Click on ‘Add New Action Step’ and search for ‘SendGrid’. Select this application to send the booking confirmation email.

Choose the event ‘Send an Email’ and click ‘Connect’. You will need to enter your SendGrid API key to establish the connection. To get the API key, log into your SendGrid account, navigate to ‘Settings’, and then ‘API Keys’. Create a new API key with full access and copy it.

Paste the API key into Pabbly Connect. Map the fields such as recipient email, subject, and content for the email. Save and send a test request to verify the email sending functionality.

Once the test is successful, you will receive a confirmation email in your Gmail account. This indicates that the integration is complete and working as intended.

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Conclusion

In this tutorial, we explored how to automate booking confirmations using Pabbly Connect with SendGrid for Contact Form Leads. By following these steps, you can streamline your booking process and enhance client communication effortlessly.

Utilizing Pabbly Connect allows for seamless integration between applications, reducing manual workload and improving efficiency in your business operations.

Learn how to auto-capture Jotform responses into a Notion database using Pabbly Connect. Follow this step-by-step tutorial for seamless integration. This comprehensive guide reveals exactly how to connect your applications and automate repetitive tasks — accessible for professionals of all technical backgrounds.

Watch Step By Step Video Tutorial Below

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1. Accessing Pabbly Connect for Integration

To auto-capture Jotform responses into a Notion database, you’ll first need to access Pabbly Connect. This platform serves as the central integration tool that connects Jotform with Notion seamlessly.

Start by navigating to Pabbly Connect’s homepage. If you’re a new user, click on ‘Sign Up Free’ to create an account. Existing users can simply ‘Sign In’ to access their dashboard.

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2. Creating a New Workflow in Pabbly Connect

Once logged into Pabbly Connect, the next step is to create a new workflow. This workflow will automate the process of capturing Jotform responses and sending them to Notion.

To create a workflow, click on the ‘Create Workflow’ button. You will then be prompted to name your workflow. For this tutorial, name it ‘Auto Capture Jotform Responses into Notion Database’. After naming, select the folder where you want to save this workflow.

• Click on ‘Create’
• Choose the trigger application as Jotform
• Select the trigger event as New Response

After selecting the trigger, click on ‘Connect’ to link your Jotform account with Pabbly Connect.

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3. Setting Up Jotform for Integration

In this section, you will set up Jotform to send responses to Pabbly Connect. This is done by creating a webhook URL in Jotform that connects to your Pabbly workflow.

Copy the webhook URL provided by Pabbly Connect after setting up your trigger. Go to your Jotform account, open the form you want to integrate, and click on ‘Settings’. From there, navigate to the ‘Integrations’ tab and select ‘Webhooks’.

• Paste the copied webhook URL into the Webhook URL field
• Click on ‘Complete Integration’

This completes the integration setup on Jotform. Now, every time a new form submission occurs, it will trigger the workflow in Pabbly Connect.

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4. Configuring Notion to Receive Data

Now that Jotform is set up, the next step is to configure Notion to receive the submitted data. This is crucial for ensuring that the data from Jotform is accurately captured in your Notion database using Pabbly Connect.

In Pabbly Connect, add an action step and select Notion as the action application. Choose the action event as ‘Create Database Item’. You will then need to connect your Notion account by providing the necessary credentials.

Select the database you want to send data to Map the fields from Jotform responses to the corresponding fields in Notion

This mapping process is essential as it ensures that the data from Jotform aligns correctly with your Notion database structure.

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5. Testing the Integration

After setting up both Jotform and Notion, it’s time to test the integration to ensure everything is working correctly through Pabbly Connect. This step confirms that the data flows seamlessly from Jotform to Notion.

To test, submit a new response through your Jotform. Check your Notion database to see if the new entry appears as expected. If everything is set up correctly, you should see the new response captured in your Notion database almost instantly.

In case of any issues, revisit Pabbly Connect to troubleshoot the workflow settings or check the webhook configuration in Jotform.

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Conclusion

In conclusion, using Pabbly Connect to auto-capture Jotform responses into a Notion database is a straightforward process. By following the steps outlined in this tutorial, you can streamline your data management and enhance productivity.

With this integration, every new response submitted through Jotform will automatically populate your Notion database, ensuring that you never miss important information again.

Learn how to automate appointment scheduling for hair salons on WhatsApp using Pabbly Chatflow. Step-by-step tutorial with detailed instructions. Discover how to design chat experiences that feel personal and responsive while handling customer inquiries automatically around the clock.

Watch Step By Step Video Tutorial Below

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1. Setting Up Pabbly Chatflow for Appointment Scheduling

To automate appointment scheduling for hair salons on WhatsApp, the first step is to access Pabbly Chatflow. Visit the official Pabbly Chatflow page by searching for ‘Pabbly.com/chartflow’. This platform allows you to create automated WhatsApp chatbots effortlessly.

Once on the site, new users can click on the ‘Sign Up Free’ option to get started with 100 free credits. Existing users can simply sign in. After logging in, navigate to the Pabbly Chatflow box by clicking the ‘Access Now’ button. This is where you will manage your WhatsApp numbers and create your chatbot.

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2. Creating the WhatsApp Chatbot in Pabbly Chatflow

After accessing Pabbly Chatflow, you will see the dashboard where you can manage your WhatsApp numbers. To create a new flow for your chatbot, click on the ‘+ Add Flow’ button. Name your flow something like ‘Automate Appointment Scheduling for Hair Salons on WhatsApp’. This is essential for identifying your specific chatbot.

• Click on the ‘+ Add Flow’ button.
• Provide a name for your flow.
• Select your trigger event, such as ‘Keyword/Reaction’.

Once you have set up your flow, you will need to configure the trigger event. Choose the ‘Keyword/Reaction’ option to allow users to initiate the conversation by sending specific keywords like ‘Book Appointment’ or ‘Salon Booking’. This setup is crucial for the bot to respond appropriately to user inquiries.

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3. Designing the Conversation Flow with Pabbly Chatflow

In this section, you will design how the chatbot interacts with users. Start by dragging a list button into your flow. This button will present users with options for different types of haircuts. Customize the message body to say, ‘Welcome to Glamour Salon. Ready to book your haircut? Please choose the type of haircut you would like.’ using Pabbly Connect

• Add haircut types like Men’s Haircut, Women’s Haircut, and Kids Haircut.
• Connect the list button to the initial message.
• Ensure the bot captures the user’s selection dynamically.

After setting up the list, connect it to the next action, which prompts the user for their full name. This is done using the ‘Ask a Question’ button where you will set the question to ‘Can you please share your full name to confirm your booking?’ This structured flow ensures that users have a seamless experience while scheduling appointments.

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4. Finalizing Appointment Details in Pabbly Chatflow

Once the user provides their full name, the next step is to ask for the appointment date and time. Use the ‘Ask a Question’ button again to prompt for these details. For the date, ask, ‘On which date would you like to book your haircut?’ and for the time, ask, ‘At what time would you like to schedule your haircut?’ This step collects all necessary information to finalize the appointment. using Pabbly Connect

Ensure that each question is linked correctly in the flow. For example, after the user provides their name, the bot should ask for the date, followed by the time. This logical progression helps maintain clarity and ensures users know what information is needed.

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5. Sending the Confirmation Message with Pabbly Chatflow

After gathering all the appointment details, the final step is to send a confirmation message. Use the ‘Text’ button to create a message that includes dynamic content such as the user’s selected haircut type, full name, appointment date, and time. This message will read, ‘Appointment confirmed for [haircut type] for [full name] on [appointment date] at [appointment time].’ using Pabbly Connect

Make sure to connect this final message to the last step in your flow. This ensures that once the user has provided all necessary details, they receive a clear confirmation of their appointment. This automated process enhances user satisfaction and reduces manual work for salon staff.

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Conclusion

By following these steps, you can successfully automate appointment scheduling for hair salons on WhatsApp using Pabbly Chatflow. This integration simplifies the process, allowing users to book appointments effortlessly while providing salon owners with a reliable automation tool.